How do you receive assets when they are created by ui action Create hardware assets prior to deliver

[jimclaussen-cas]

I do NOT have HAM Pro.  I have ITSM HAM(ham foundation).  How do you receive assets that have a state of on order?  I created them using the UI action 'Create hardware assets prior to deliver' and from what I can see you would need to manually update the asset(s) state/substate to in stock/available.  Past that, I would imagine it would need some customization to create a receiving slip and items and associated the existing assets.  Any insight is appreciated.

[YaswanthKurre]

Hi @jimclaussen-cas ,

You can try importing data using Import set functionality and  use transform maps to update data based on serial number or asset tag, whatever conditions works as identifier.

Mark this as helpful and correct, if this answers your question.

Thanks,

yaswanth

[AJ-TechTrek]

Hi @jimclaussen-cas ,

As per my understanding
When you only have HAM Foundation (i.e., ITSM HAM):

* You get core Asset tables & lifecycle states.
* But you don’t get advanced features like:
* Stockroom receiving
* Purchase order integration
* Receiving slips
* Automatic state transitions
* Advanced workflows
Those features are part of HAM Pro / Procurement.

So how do you handle “receiving” assets created as On Order?

When you use the UI Action:
“Create hardware assets prior to delivery”
It:
* Creates hardware asset records.
* Puts them in state: On Order (typically substate: Pending receiving).

Manual process (out-of-the-box in HAM Foundation):
To "receive" them:
1. Search the hardware assets created.
2. Open each asset.
3. Change:
* State: In Stock (or In Use if going directly to user)
* Substate: Available (or as applicable)
4. Save the record.This manual change represents the asset has been received into inventory / storeroom.

To make it smoother (still without HAM Pro):
You could:
* Add a custom UI action → “Receive asset”
* When clicked → sets state to In Stock and substate to Available.
* Optionally → create a custom list action to bulk update selected assets.

What about receiving slips?
Without HAM Pro:
* There is no out-of-the-box Receiving Slip object.
* You could:
* Create a custom table “Receiving Slip”
* Relate it to Hardware Assets via a reference field
* Use a UI action / flow to create the slip when you change state
This would be entirely custom.

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Thank You
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